What hedge funds are most similar to Gotham Asset Management, LLC?

The funds with the most similar 13F portfolios to Gotham Asset Management, LLC are AQR, National Wealth Group,, Retireful,, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Gotham Asset ,

13F Portfolio OverlapQ1 2026Gotham Asset , portfolio →

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Most similar hedge funds by 13F overlap

Gotham Asset Management, LLC is an institutional investor managing $32.7B across 1,749 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Gotham Asset , are AQR, National Wealth Group,, Retireful,, with shared positions in $WDC, $FTI, $MU, $ABNB, $NEM, $REGN. The full ranking of 25 similar funds is below.

#1AQR CAPITAL MANAGEMENT LLCPassive

Slight overlap · 7 shared positions

$WDC $FTI $MU $ABNB $NEM $REGN

$218.4B

3,739 positions

#2National Wealth Management Group, LLCPassive

Slight overlap · 6 shared positions

$SNOW $WDC $MU $PLTR $REGN $SCCO

$269M

215 positions

#3Retireful, LLCPassive

Slight overlap · 7 shared positions

$WDC $TPR $MU $NEM $SCCO $FIX

$71M

84 positions

#4POINCIANA ADVISORS GROUP, LLCPassive

Slight overlap · 5 shared positions

$SNOW $EPAM $FTI $TPR $FIX

$127M

130 positions

#5Williamson Legacy Group, LLCPassive

Slight overlap · 6 shared positions

$WDC $FTI $TPR $MU $NEM $NVT

$133M

81 positions

#6STEPHENS INC /AR/Passive

Slight overlap · 5 shared positions

$SNOW $EPAM $PLTR $NEM $DUK

$8.0B

1,311 positions

#7Bosman Wealth Management, LLCPassive

Slight overlap · 6 shared positions

$WDC $FTI $MU $PLTR $SCCO $FIX

$114M

52 positions

#8Precision Wealth Strategies, LLCPassive

Slight overlap · 5 shared positions

$SNOW $WDC $MU $NEM $SCCO

$301M

156 positions

#9Hershey Financial Advisers, LLCPassive

Slight overlap · 4 shared positions

$SNOW $WDC $APA $MU

$116M

80 positions

#10KEYSTONE INVESTORS PTE LTD

Slight overlap · 4 shared positions

$SNOW $WDC $TPR $MU

$1.1B

77 positions

#11Kaufman Rossin Wealth, LLCActive

Slight overlap · 5 shared positions

$WDC $FTI $TPR $REGN $FIX

$174M

98 positions

#12JACKSON THORNTON WEALTH MANAGEMENT, LLCActive

Slight overlap · 5 shared positions

$WDC $FTI $MU $ABNB $FIX

$1.1B

286 positions

#13Lifestyle Asset Management, Inc.Passive

Slight overlap · 5 shared positions

$WDC $FTI $MU $NEM $FIX

$306M

134 positions

#14waypoint wealth counselPassive

Slight overlap · 5 shared positions

$WDC $FTI $MU $REGN $FIX

$193M

229 positions

#15Wealthstar Advisors, LLCActive

Slight overlap · 5 shared positions

$WDC $TPR $MU $PLTR $DUK

$213M

111 positions

#16WPG Advisers, LLCPassive

Slight overlap · 4 shared positions

$SNOW $WDC $MU $PLTR

$136M

1,476 positions

#17Everhart Financial Group, Inc.Active

Slight overlap · 4 shared positions

$SNOW $WDC $MU $PLTR

$1.2B

464 positions

#18First Heartland Consultants, Inc.Passive

Slight overlap · 4 shared positions

$SNOW $EPAM $REGN $DUK

$1.3B

523 positions

#19True Wealth Design, LLCActive

Slight overlap · 5 shared positions

$FTI $TPR $MU $ABNB $FIX

$360M

2,699 positions

#20Sava Infond d.o.o.Passive

Slight overlap · 5 shared positions

$WDC $MU $PLTR $NEM $SCCO

$705M

230 positions

#21Qsemble Capital Management, LPPassive

Slight overlap · 4 shared positions

$SNOW $APA $TPR $DUK

$1.3B

430 positions

#22Transamerica Financial Advisors, LLCPassive

Slight overlap · 5 shared positions

$FTI $TPR $PLTR $NEM $FIX

$1.2B

1,940 positions

#23Dorsey Wright & AssociatesPassive

Slight overlap · 5 shared positions

$FTI $TPR $PLTR $NEM $FIX

$807M

158 positions

#24Dedeker Financial LLCPassive

Slight overlap · 5 shared positions

$WDC $MU $PLTR $REGN $FIX

$115M

50 positions

#25denkapparat Operations GmbHPassive

Slight overlap · 5 shared positions

$APA $CF $NEM $BYD $FIX

$242M

333 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.